Retirement plan

WHEELING CORPORATION EMPLOYEES RETIREMENT PLAN

Name: THE WHEELING CORPORATION - WHEELING CORPORATION EMPLOYEES RETIREMENT PLAN (2019) Form 5500
Creator: THE WHEELING CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WHEELING CORPORATION EMPLOYEES RETIREMENT PLAN, THE WHEELING CORPORATION

THE WHEELING CORPORATIONEIN 51-0326386Plan #001PY 2019

100 1ST SE - BREWSTER, OH 44613330-767-7257

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$27.9M

+20.1% from 2018

Total participants

478

+2.1% from 2018

Average account balance

$60,197

+18.3% from 2018

Annual return

19.58%

+22.52 pp from 2018

Benchmarks

See 253 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants250-999

Cohort253 peers

Snapshot2019

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$42.63M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$90K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

474

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

94.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.47M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.18%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$223

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 10 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.4 years Service code 49 · EIN 04-1590850	Other Services	$99,199
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166	Advisory (Plan)	$40,000
AB FUNDS3 years Service code 52 · EIN 13-4071393	Indirect Investment Fees	$0
AMERICAN FUNDS3 years Service code 52 · EIN 95-2817150	Indirect Investment Fees	$0
BLACKROCK3 years Service code 52 · EIN 04-6171663	Indirect Investment Fees	$0
LEGG MASON3 years Service code 52 · EIN 13-4146187	Indirect Investment Fees	$0
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862	Indirect Investment Fees	$0
PIONEER3 years Service code 52 · EIN 04-3453709	Indirect Investment Fees	$0
PRINCIPAL INVESTORS3 years Service code 52 · EIN 91-1801401	Indirect Investment Fees	$0
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 52 · EIN 23-2311358	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2J2F2G2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$99K

$230 / participant

Contract admin$99K99.8%
Other / not subdivided$1850.2%

% of EOY assets

0.356%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MAYER HOFFMAN MCCANN PC
Auditor EIN: 431947695
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$60,197

$75,419-20.2%

$392,568-84.7%

$67,579-10.9%

Participation rate

96.5%

74.8%+21.7pp

78.1%+18.5pp

71.3%+25.2pp

Annual return

19.58%

36.70%-17.1pp

24.42%-4.8pp

378.56%-359.0pp

Employer contribution / active EE

$1,019

$2,636-61.3%

$3,783-73.1%

$2,148-52.5%

Participant deferral / active EE

$3,052

$4,347-29.8%

$5,985-49.0%

$3,539-13.8%

Admin fee / account holder

$214

$114+88.3%

$6,260-96.6%

$142+50.6%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.4 years

Service code 49 · EIN 04-1590850

Other Services

$99,199

UBS FINANCIAL SERVICES INC4 years

Filed as: UBS FINANCIAL SERVICES INC.

Service code 27 · EIN 13-2638166

Advisory (Plan)

$40,000

AB FUNDS3 years

Service code 52 · EIN 13-4071393

Indirect Investment Fees

AMERICAN FUNDS3 years

Service code 52 · EIN 95-2817150

Indirect Investment Fees

BLACKROCK3 years

Service code 52 · EIN 04-6171663

Indirect Investment Fees

LEGG MASON3 years

Service code 52 · EIN 13-4146187

Indirect Investment Fees

MFS INVESTMENT MANAGEMENT3 years

Service code 52 · EIN 04-3158862

Indirect Investment Fees

PIONEER3 years

Service code 52 · EIN 04-3453709

Indirect Investment Fees

PRINCIPAL INVESTORS3 years

Service code 52 · EIN 91-1801401

Indirect Investment Fees

THE VANGUARD GROUP, INC.3 years

Filed as: VANGUARD

Service code 52 · EIN 23-2311358

Indirect Investment Fees

WHEELING CORPORATION EMPLOYEES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WHEELING CORPORATION EMPLOYEES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion